See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,178 | $159,901-44.9% | $146,958-40.0% | $145,922-39.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.57% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,380 | $5,286-73.9% | $4,933-72.0% | $4,660-70.4% |
| Participant deferral / active EE | $2,413 | $8,428-71.4% | $8,070-70.1% | $6,688-63.9% |
| Admin fee / account holder | $1,043 | $15,044-93.1% | $12,998-92.0% | $13,397-92.2% |